We’ve just past that time of year — Valentine’s Day — when people are thinking about the relationship with the most important person in their lives: their financial adviser. Okay, so we’re probably not No. 1 on your relationship list, and you probably did not buy us chocolate, but that doesn’t mean there isn’t merit in revisiting the relationship you have with your financial adviser.
- Here are the things that can help you maximize the relationship you have with your financial adviser
- In order for your adviser to provide better advice, your goals should be as specific as possible.
- Because it’s a partnership, it’s also important that you’re communicating with your adviser
“The relationship you have with your adviser is a partnership.”